Fulcrum Capital’s Public Service Enterprise Group PEG Stock Holding History

Fulcrum Capital’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	3,655 -1,154	-24%	-$92.2K	0.06%	84
2026 Q1	$389K	Hold	4,809	–	–	0.08%	77
2025 Q4	$386K	Hold	4,809	–	–	0.08%	72
2025 Q3	$401K	Hold	4,809	–	–	0.08%	72
2025 Q2	$405K	Hold	4,809	–	–	0.09%	69
2025 Q1	$396K	Hold	4,809	–	–	0.09%	71
2024 Q4	$406K	Hold	4,809	–	–	0.09%	73
2024 Q3	$429K	Hold	4,809	–	–	0.09%	75
2024 Q2	$354K	Hold	4,809	–	–	0.08%	79
2024 Q1	$321K	Buy	4,809 +238	+5%	+$14.6K	0.08%	85
2023 Q4	$280K	Hold	4,571	–	–	0.07%	94
2023 Q3	$260K	Hold	4,571	–	–	0.08%	92
2023 Q2	$286K	Hold	4,571	–	–	0.08%	93
2023 Q1	$285K	Buy	+4,571	New	+$277K	0.08%	95

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Fulcrum Capital's PEG Position: Q2 2026 in Review

Fulcrum Capital reduced its Public Service Enterprise Group (PEG) stake by 24% in Q2 2026, selling an estimated $92.2K and leaving 3,655 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #84.

Fulcrum Capital first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $429K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Fulcrum Capital held 3,655 shares of Public Service Enterprise Group worth $297K as of Q2 2026.
Fulcrum Capital sold 1,154 Public Service Enterprise Group shares in Q2 2026, an estimated $92.2K.
Public Service Enterprise Group made up 0.06% of Fulcrum Capital's portfolio in Q2 2026, its #84 holding.
Fulcrum Capital first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
Fulcrum Capital's Public Service Enterprise Group position peaked at $429K in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.